Financial Services Associate - Full Time Job Category : Retail Posted : August 17, 2026 Full-Time On-site At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members. We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives.

We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals. Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth. As a senior member of the branch sales/leadership team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs.

This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. With your growth mindset you are adaptive, resilient, resourceful and creative.

We value diversity of thoughts and promote inclusion.

The Financial Services

Advisor will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions. Values diversity of thought and promotes inclusion Be a highly engaged team player working co-operatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners. Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian Actively participate and support the team in the planning process, assisting with implementation and providing feedback.

Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program Serves Members with excellence Provide investment advice by identifying and promoting solutions that fit and meet our Member needs. Within approval limits approve or provide recommendations on credit products based on thorough,



accurate and appropriate credit interviewing and underwriting skills Engage in revenue generation and sales based activities in order to achieve performance objectives. Open new Member accounts using account opening strategies Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members To appropriate partners in Retail Wealth, Small Business and Commercial Balance and process daily work in accordance to standard compliance, audit, policies and procedures Works with the Branch leadership team, to champion and implement corporate strategies and programs for the branch.

Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch. Participating in the development and implementation of branch business plans.

Community Experience

Participate and execute with the team our Community engagement plan Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events. Strong desire for career growth within the financial services industry Strong business acumen and financial industry knowledge Strong knowledge of computer systems.

Flexible to work all scheduled hours which include evenings and weekends Embrace virtual technology platforms for use in both Member and Meridian partner meetings Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; leverages the strengths and opportunities of the broader marketing team Education, Work Experience, and Professional Designations/Certifications Post-secondary education at least 3 years of equivalent work experience in a financial services sales environment with a proven track record in sales Salary Range:



CAD 60,000 – $69,000 annually Compensation for this role is based on a combination of skills, experience, and internal equity. This role is in office at 3051 Walkers Line, Units 3&4 Burlington, ON L7M 0W3. Build the Future of Banking with Us We see talent as a catalyst for sustainable growth, community impact, and future-readiness.

Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency. Paid vacation time, and other time off Financial benefits including free banking, and special rates on mortgages, lines of credits and more You will also receive the right training, tools and technology needed to delight our Members, with the prospect to learn from diverse industry leaders, who have hailed from top organizations around the world. Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members.

Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St.

Catharines, Meridian has a track record of creating and delivering innovative current offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life. Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.

We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.

Thank you for your interest in Meridian Credit Union. Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page.

📌 Financial Services Officer - Mortgages (Burlington)
🏢 Meridian Credit Union
📍 Burlington